401(k) · DOL Form 5500 · 2024

Birge & Held Asset Management, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
587
Participants Below avg headcount
52nd
Percentile by assets National rank
$13,967
Avg per participant Low balance/head
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Official DOL plan name: Birge & Held Asset Management, LLC 401(k) Plan · Sponsored by Birge & Held Asset Management, LLC · Indiana · Real Estate

$8M in assets, 587 participants

Birge & Held Asset Management, LLC's Birge & Held Asset Management, LLC 401(k) Plan reported $8M in total assets and 587 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,221 in Real Estate (4,605 peers)

Birge & Held Asset Management, LLC multi-year trail

Birge & Held Asset Management, LLC's plans moved +111.0% in assets from 2022 to 2024; this filing shows Birge & Held Asset Management, LLC 401(k) Plan at $8M / 587 participants.

#3,221
in Real Estate (4,605 peers)
+33.4%
assets growth YoY

Birge & Held Asset Management, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Birge & Held Asset Management, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,198,917 Top 48% higher than 52% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Birge & Held Asset Management, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Birge & Held Asset Management, LLC 401(k) Plan sits mid-pack in the medium band (587 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Birge & Held Asset Management, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Birge & Held Asset Management, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Birge & Held Asset Management, LLC 401(k) Plan reported participants rose from 539 in the plan year 2023 filing to 587 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 455450139 · Birge & Held Asset Management, LLC PY 2024 · 401(k)

Birge & Held Asset Management, LLC 401(k) Plan · $8M · 587 · 52nd

  • TYPE $8M
  • TYPE 587
  • TYPE 52nd
  • TYPE 401(k)
  • TYPE near Thomas Greenwoods Holdings Inc 401(k) Plan
  • TYPE ind #3221

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Indiana →

Birge & Held Asset Management, LLC 401(k) Plan in the asset neighbourhood

Birge & Held Asset Management, LLC 401(k) PlanBirge & Held Asset Managemen…$8MThomas Greenwoods Holdings Inc 401(k) PlanThomas Greenwoods Holdings I…$8MKerr Pumps 401(k) Retirement PlanKerr Pumps 401(k) Retirement…$8MAmusement 401(k) Plan$8MLaw Foundation of Silicon Valley 401(k) PlanLaw Foundation of Silicon Va…$8M
End-of-year total assets ($M) among Birge & Held Asset Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Birge & Held Asset Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Birge & Held Asset Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 110.97093414315702% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.89M $8.2M ▲ +110.8%
Year Plans Participants Total Assets
2022 1 342 $4M
2023 1 539 $6M
2024 1 587 $8M

Birge & Held Asset Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN455450139
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Birge & Held Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Birge & Held Asset Management, LLC 401(k) Plan, Total assets ($B): 0.008198917 · Participants: 587Birge & Held Asset Management, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Birge & Held Asset Management, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Birge & Held Asset Management, LLC 401(k) Plan side-by-side with 3 peers →

Birge & Held Asset Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Thomas Greenwoods Holdings Inc 401(k) Plan in FL ($8M); by covered participants it is Woodside Group, LLC 401(k) Retirement Savings Plan in UT (587 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (587 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Birge & Held Asset Management, LLC 401(k) Plan assets move in 2024? ▼
Birge & Held Asset Management, LLC 401(k) Plan surged - up 33.4% during 2024, from $6M to $8M. Reported net income was $2M.
How have Birge & Held Asset Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birge & Held Asset Management, LLC's sponsor-wide assets grew 111.0%, from $4M to $8M.
Which 401(k) plans are similar in size to Birge & Held Asset Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thomas Greenwoods Holdings Inc 401(k) Plan in FL ($8M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Birge & Held Asset Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woodside Group, LLC 401(k) Retirement Savings Plan in UT (587 participants, $56M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455450139.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.